LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,599
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$890K
3
+$781K
4
CRM icon
Salesforce
CRM
+$412K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$373K

Top Sells

1
+$561K
2
+$420K
3
+$168K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$159K
5
TSLA icon
Tesla
TSLA
+$146K

Sector Composition

1 Technology 8.52%
2 Financials 7.43%
3 Healthcare 4.54%
4 Communication Services 2.9%
5 Consumer Staples 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$61K 0.02%
4,672
+3,140
352
$61K 0.02%
664
+16
353
$61K 0.02%
290
+156
354
$61K 0.02%
778
+48
355
$61K 0.02%
337
-12
356
$61K 0.02%
1,367
+71
357
$60K 0.02%
740
+2
358
$60K 0.02%
1,455
-412
359
$60K 0.02%
4,200
360
$59K 0.02%
630
-195
361
$59K 0.02%
1,585
+49
362
$59K 0.02%
3,153
+1,953
363
$59K 0.02%
1,660
+635
364
$59K 0.02%
7,780
+545
365
$59K 0.02%
630
-23
366
$58K 0.02%
14,677
+12,556
367
$58K 0.02%
761
368
$58K 0.02%
539
-109
369
$58K 0.02%
5,007
-389
370
$58K 0.02%
+1,500
371
$57K 0.02%
501
+23
372
$57K 0.02%
508
+3
373
$57K 0.02%
588
+3
374
$57K 0.02%
1,328
-99
375
$57K 0.02%
2,059
-464
13 14
15
16 17